Steven (Steve) Block
Managing Director, Private Client Advisor II
2815 Townsgate Road
Westlake Village CA 91361
(805) 557.3707
Certain Bank of America Private Bank associates on this team are FINRA registered. For more information visit
Meet Our Team
Barbara R Bagley,

CFA

Managing Director, Market Investment Executive
310.785.6021
Yvonne Phillips,

CTFA

Managing Director, Senior Trust Officer
310.531.5516
Mona Vince
Senior Vice President, Private Client Manager II
805.557.3726
Randal Chin,

CFA

Managing Director, Portfolio Mgr III
213.861.5188
David Bigger
Senior Vice President, Senior Trust Officer
214.443.3648
Denise Ferrari
Senior Vice President, Portfolio Mgr III
310.531.5525
James Rea
Managing Director, Portfolio Mgr III
310.785.6143
Key Contacts
Lisa Garmon
Private Bank Associate
Extensive Reach, Innovation and A Legacy of Trust

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.